How does the advisor help clients – Key Takeaways:
IMPAX ASSET MANAGEMENT LLC offers a wide range of financial services to their clients, including investment management, financial planning, and retirement planning. The firm focuses on delivering personalized solutions based on each client’s unique financial goals and risk tolerance.
Facts and Insights:
As of 2021, IMPAX ASSET MANAGEMENT LLC has over $1.2 billion in assets under management (AUM). The firm has a team of 8 advisors with an average of 15 years of experience in the financial industry. IMPAX ASSET MANAGEMENT LLC was founded in 2003, making it an established firm with over 18 years of experience in the market.
| Year | Assets Under Management (AUM) | Number of Advisors |
|---|---|---|
| 2021 | $1.2 billion | 8 |
Financial Services Offered:
- Investment Management
- Financial Planning
- Retirement Planning
- Estate Planning
- Educational Planning
- Tax Planning
- Insurance Planning
Client Types:
IMPAX ASSET MANAGEMENT LLC primarily works with individual clients, including high-net-worth individuals, families, and business owners. The firm also serves institutional clients, such as corporations, non-profits, and retirement plans.
Fees & Compensation:
IMPAX ASSET MANAGEMENT LLC charges a fee-based structure, meaning they receive compensation through a combination of fees and commissions. The firm’s fees are based on a percentage of AUM, typically ranging from 1-2%, depending on the complexity of the client’s portfolio and services provided.
Background:
The founders of IMPAX ASSET MANAGEMENT LLC have a combined experience of over 50 years in the financial industry. The firm prides itself on its team’s diverse backgrounds and expertise, allowing them to provide clients with a well-rounded and comprehensive approach to financial planning.
Financial Advisor Disclosures to Know:
It’s important to note that IMPAX ASSET MANAGEMENT LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). This means the firm is held to fiduciary standards, requiring them to always act in their clients’ best interests. However, the firm does have some disclosures listed on their Form ADV, including potential conflicts of interest, any disciplinary history, and affiliations with other firms or products. It’s essential for clients to review this document before working with any financial advisor.